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Coppell Advisory Solutions Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-88
Closed -$1.22K – 900
2022
Q4 		$1.22K Buy
+88
New +$1.26K ﹤0.01% 918

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Osaic Holdings
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Coppell Advisory Solutions Corp's SCHG Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 88 shares — an estimated $1.22K sold.

Coppell Advisory Solutions Corp first reported a position in SCHG in Q4 2022 and held it in 1 quarter. The position peaked at $1.22K in Q4 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 88 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $1.22K.
  • Coppell Advisory Solutions Corp first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Schwab US Large-Cap Growth ETF position peaked at $1.22K in Q4 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.